Efficiency, Workflows, and Processes with Richard White

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Happy Monday, Let's Talk Sales listeners! This week's guest is Richard White.

Richard is the Founder and CEO of Fathom, an application for Zoom that allows you to record highlights of your Zoom meetings in real time. He is a serial entrepreneur, having developed and launched several successful apps and platforms. He’s currently serving as Chairman of the Board of UserVoice, a company he founded to make it easier to get user feedback.

With a passion for workflow design and optimization, Richard is based in San Francisco. I hope you enjoy our conversation today!

Discussion with Richard White

In this episode, we cover:

• Identifying sales inefficiencies
• Optimizing workflows and processes
• Rescuing what gets lost in calls, communication, or simple recollections
• The value of strong note taking
• Filling the gaps in communication by recording meetings

…And more!

Featured on this episode:

• Richard White on LinkedIn
• Elizabeth Frederick on LinkedIn
• Richard's Resource Recommendations:
  • • Product Led Onboarding by Ramli John
    • The Design of Everyday Things by Don Norman
    • Don't Make Me Think by Steve Krug
    • Visual Resource: Edward Tufte
    • Fathom.video/pod
• CFS Resource Recommendations:
  • Check out our eBook on Building a Sales Process of Repeatable Success!
• Subscribe to our blog!
• Follow us on Twitter! @CFSPlayBook

Do you have questions, comments, or guest suggestions? Email us at podcast@criteriaforsuccess.com! And be sure to subscribe to our podcast so you can get every new episode as soon as it's released.

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